Eway CRM Overview

eWay-CRM addresses the challenge of managing customer relationships directly within Microsoft Outlook. This integration streamlines workflows by embedding CRM functionalities into a familiar interface, eliminating the need to switch between applications. Users can organize emails and meetings efficiently, enhancing team collaboration through shared email discussions. The solution also connects with over 3,000 apps, offering extensive integration possibilities. By simplifying routine tasks and highlighting critical communications, eWay-CRM ensures users remain focused on priority interactions. This approach not only saves time but also enhances productivity within an existing ecosystem, making it a forward-looking choice for businesses relying on Outlook.

Use Cases

Customers recommend Workflow Management, Contact List Management, Onboarding, as the business use cases that they have been most satisfied with while using Eway CRM.

Other use cases:

  • Helpdesk Management
  • Sending & Publishing Communications
  • Campaign Management
  • Sales Document Management
  • Engaging And Following Up
  • Relationship Management
  • Knowledge Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Eway CRM.

Other priorities:

  • Increase Sales & Revenue
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

Eway CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Eway CRM works with different mediums / channels such as Video.

Eway CRM's features include Recording, Personalization, and Templates. and Eway CRM support capabilities include Chat Support, Phone Support, 24/7 Support, etc. also Eway CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Excellent support team and online documents and training videos...." Peer review by Freek K., Owner

Eway CRM, Floify, monday sales CRM, NetHunt CRM, OnePageCRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

eWay-CRM transforms Outlook into a full-fledged CRM, enhancing company effectiveness. It is available for free download.

Popular Business Setting

for Eway CRM

Top Industries

  • Marketing and Advertising
  • Financial Services
  • Medical Devices

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Eway CRM is popular in Marketing And Advertising, Financial Services, and Medical Devices and is widely used by Small Business, Mid Market, and Large Enterprise.

Eway CRM Customer wins, Customer success stories, Case studies

What solutions does Eway CRM provide for Workflow Management?

How efficiently Does Eway CRM manage your Contact List Management?

How can Eway CRM enhance your Onboarding process?

How efficiently Does Eway CRM manage your Helpdesk Management?

Why is Eway CRM the best choice for Sending & Publishing Communications?

11 buyers and buying teams have used Cuspera to assess how well Eway CRM solved their CRM needs. Cuspera uses 848 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

David Bell's Law Firm - Legal Services - Legal Services

David Bell's law firm in Kansas City needed a better way to manage cases and tasks. Outlook alone was not enough for team collaboration. They chose eWay-CRM to integrate with Outlook and create a sec...ure, shared database. The team now tracks cases, tasks, and communications in one place. Custom fields and shared calendars help them work together in and out of court. Email tracking and auto-tagging save time and keep client records organized.

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GRANTEX - Accounting - accounting

eWay-CRM helped GRANTEX organize long-term grant projects. Before, GRANTEX used Excel, which made teamwork and tracking deadlines hard. With eWay-CRM, they automated project workflows and improved te...am collaboration. The Outlook integration let staff work in a familiar environment. GRANTEX now tracks deadlines, manages tasks, and plans resources better. After three years, no one wants to go back to Excel.

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MBK Consulting - Professional Training & Coaching - Professional Training & Coaching

MBK Consulting used eWay-CRM to automate and simplify business processes. Before, they relied on Microsoft Access and Excel, which caused data sharing and tracking issues. With eWay-CRM, they moved m...arketing and contact management into one system, making email campaigns and GDPR compliance easier. Project tracking improved, and certificates for training participants are now generated automatically. The biggest benefit is saving time and reducing manual work for the team.

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Hager Group - Construction - Construction

Hager Group used eWay-CRM to manage strategic projects and sales activities. They replaced Excel, Outlook reminders, and handwritten notes with one CRM system. The team customized eWay-CRM to fit the...ir workflow, merging deals and projects into a single module. Implementation took about two months, with training and ongoing adjustments. Now, Hager Group tracks long-term and complex projects more efficiently, improving organization and saving time.

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SONET - Information Technology And Services - Information Technology and Services

SONET used eWay-CRM to organize business opportunities and improve internal communication. The company needed a CRM that integrated with Outlook and allowed easy sharing of customer data. eWay-CRM wa...s customized to fit SONET’s workflow, automating project management and sales processes. Employees now share information efficiently and reduce human errors. The sales team can focus more on new business opportunities, helping SONET grow faster after Covid restrictions ended.

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Esonic - Industrial Automation - Industrial Automation

Esonic manages over 400 brewery automation projects each year. Their old CRM could not keep up with their growth and complex sales model. eWay-CRM gave Esonic custom workflows for sales and project m...anagement. The system speeds up quoting and reduces errors with document templates. Real-time reporting helps leaders track team performance and cash flow. Esonic now has clear oversight of sales, projects, and finances in one place.

Read on →

Create a Deal (Tutorial Videos)

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Frequently Asked Questions(FAQ)

for Eway CRM

What is Eway CRM?

Eway CRM is a Microsoft Outlook plug-in with a client-server architecture that uncovers the full potential of Microsoft Outlook. It quickly creates leads/projects from emails, also with integrated mail merges that help to manage customer relationships, track projects, and tasks and work as a team.

It helps to Access clients, projects, business opportunities and customer communications right from the CRM for Outlook and automatically captures the contact information and files the email. Also, helps to track post-sales activities and automatically copy all communications. It is even accessible on web browsers.

Some of its features are synchronized with the smartphone, automatic email tracking, all deals and leads in one place, integration with web forms and lead generating tools, marketing emails right inside the CRM, and so on.

What is Eway CRM used for?

Eway CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Workflow Management, Contact List Management and Onboarding .

What are the top features of Eway CRM?

Recording, Personalization and Templates are some of the top features of Eway CRM.

Who uses Eway CRM?

Eway CRM is used by Marketing And Advertising, Financial Services and Medical Devices among other industries.

What are Eway CRM alternatives?

Floify, Monday Sales CRM, NetHunt CRM and OnePageCRM are popular alternatives for Eway CRM.

Where is Eway CRM located?

Eway CRM is headquartered at One Kansas City Place, 1200 Main Street, Suite 2110, Kansas City, MO 64105.
lightning

Peers used Eway CRM for workflow management and contact list management

Eway CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.88/5 ★

Read Reviews (2)
Analytics

4.59/5 ★

Read Reviews (7)
Custom Reports

4.09/5 ★

Read Reviews (88)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.88/5 ★

Read Reviews (2)
Analytics

4.59/5 ★

Read Reviews (7)
Custom Reports

4.09/5 ★

Read Reviews (88)

Software Failure Risk Guidance

?

for Eway CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Eway CRM

eWay System s.r.o. News

Product

eWay-CRM 9.4 Brings Email Reply & Forward, Fast In-Cell Adding, and Margin & Markup in Bookkeeping

eWay-CRM 9.4 introduces new features to enhance productivity and bookkeeping. Users can now reply and forward emails directly in Outlook Online, use a fast in-cell record adding feature, and benefit from automatically prefilled email subjects. The update also adds margin and markup columns for better profitability analysis, streamlining workflows and improving efficiency.

Read more →
Product

Preview Panel Now Available While Drafting Emails | eWay-CRM

eWay-CRM has released an update for its Microsoft 365 add-in, enabling users to access the Outlook side panel while drafting emails or scheduling meetings. This feature provides full communication context, allowing users to see recent interactions with contacts without switching windows. The update aims to enhance communication efficiency and is automatically available to Outlook users.

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Product

New eWay-CRM Preview Panel with Item Switching | eWay-Blog

eWay-CRM has introduced a new Preview Panel for Outlook, enhancing user experience by allowing seamless switching between linked items such as Contacts, Deals, Projects, and Tasks directly within the email interface. This update includes smart actions for managing contacts and quick action icons for emailing and calling, streamlining workflow without needing additional installations for Microsoft 365 users.

Read more →
Product

eWay-CRM 9.2 Is Here: Proposals and Invoices with Word/PDF Export, Bulk Edits, and Embedded Power BI Reports

eWay-CRM 9.2 introduces a new Bookkeeping Records module for streamlined proposal and invoice creation, including Word and PDF export options and integration with existing templates. The update enables bulk editing of any field, advanced workflow notifications, and automatic email tracking by company domain. These enhancements deepen Microsoft 365 integration and boost productivity for CRM and sales management users.

Read more →

eWay System s.r.o. Profile

Company Name

eWay System s.r.o.

Company Website

https://www.eway-crm.com/

Year Founded

1995

HQ Location

One Kansas City Place, 1200 Main Street, Suite 2110, Kansas City, MO 64105

Employees

10001+

Social

Facebook Linkedin Twitter

Financials

IPO